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Root Cause Analysis
Template Pack

Professional RCA templates used by safety teams in mining, construction, and oil & gas. Fill in online or print — no software needed.

🔍 5 Whys Analysis
🐟 Fishbone Diagram
🎯 ICAM-Aligned RCA
📄 Investigation Report

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Template 1 of 4

5 Whys Root Cause Analysis

Best for: Simple to moderate incidents where the causal chain is relatively linear. Ask "Why?" five times to reach the root cause.

Incident Details

Record the basic facts before starting the analysis.

5 Whys Analysis Chain

Start from the problem statement and ask "Why did this happen?" for each answer. Stop when you reach a root cause you can fix.

W1
W2
W3
W4
RC

Corrective Actions

For each root cause identified, define a corrective action with a responsible owner and due date.

Corrective Action Responsible Person Due Date Status
Template 2 of 4

Fishbone (Ishikawa) Diagram

Best for: Brainstorming all possible causes across multiple categories before prioritising root causes. Works well for complex incidents with multiple contributing factors.

Problem Statement

Define the effect (the problem) that you are investigating.

Cause Categories

List all possible causes under each category. Don't filter yet — capture everything the team suggests.

👷 People / Human Factors
⚙️ Equipment / Machinery
📋 Process / Methods
🏗️ Environment / Conditions
📏 Materials / Substances
🏛️ Management / Systems

Prioritised Root Causes & Actions

From the brainstorm above, identify the most likely root causes and assign corrective actions.

Corrective Action Owner Due Date Priority
Template 3 of 4

ICAM-Aligned Root Cause Analysis

Best for: Serious incidents in high-hazard industries (mining, oil & gas, construction). Based on the Incident Cause Analysis Method — the gold standard for complex, multi-causal events.

Incident Classification

ICAM Analysis — Four Factor Categories

ICAM structures causes across four levels. Work upwards from immediate events to organisational factors.

1. Absent / Failed Defences — What barriers were missing or failed?
2. Individual / Team Actions — What did people do or not do?
3. Task / Environmental Conditions — What workplace conditions contributed?
4. Organisational Factors — What management system or cultural issues enabled this?

Root Causes & Recommendations

Recommendation / Action ICAM Factor Owner Due Date Status
Template 4 of 4

Incident Investigation Report

A complete investigation report template that meets the documentation requirements for high-hazard industries. Use this to present findings to management and regulators.

Report Header

Section 1 — Executive Summary
Section 2 — Incident Description
Section 3 — People Involved
Name Role / Position Involvement Injury / Outcome
Section 4 — Evidence Collected
Section 5 — Root Cause Analysis Summary
Section 6 — Contributing Factors
Section 7 — Recommendations & Corrective Actions
Recommendation Root Cause Addressed Responsible Due Date Priority
Section 8 — Lessons Learned
Section 9 — Sign-Off

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Also download: 5 Whys Worksheet →  |  ICAM Investigation Checklist →  |  Safety Resources Blog →